INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 282589). Regulatory assets under management: $5.2B.

Registration

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Pooled vehicles, Charities, Investment cos, Other.

Officers, owners & control persons (26)

Showing 25 of 26 people.

NameRoleLocation
Raul HenriquezTRUSTEEMiami, FL
Sara Roxana Silva HenriquezTRUSTEE
George Washington ArnettGENERAL COUNSEL AND CORPORATE SECRETARY/DIRECTOR
Javier RiveroPRESIDENT AND CHIEF OPERATING OFFICER/DIRECTOR
Mariano Federico ScandizzoHEAD OF ASSET MANAGEMENT AND PORTFOLIO MANAGER
Mariela Cecilia Arana LandaetaHEAD OF CLIENT RELATIONS
Michael Robert AverettCHIEF REVENUE OFFICER
Francisco NunezDIRECTOR
Justin Paul CaulfieldCHIEF COMPLIANCE OFFICER
Moises Valladares-TorresCHIEF COMPLIANCE OFFICER
DUFFY THOMAS EDWARDPRESIDENT
SCHAEFER NOEMI CARMENCHIEF ADMINISTRATIVE OFFICER; MANAGING DIRECTOR/ CORPORATE COMPLIANCE AND RISK
HENRIQUEZ RAULPRESIDENT; TRUSTEE
HENRIQUEZ VICTOR MANUELTRUSTEE
ARNETT GEORGE WASHINGTONGENERAL COUNSEL AND CORPORATE SECRETARY; GENERAL COUNSELAND CORPORATE SECRETARY; GENERAL COUNSEL AND CORPORATE SECRETARY/DIRECTOR (+1 more)
SCHWARTZ DAVID MARCDIRECTOR; MANAGING DIRECTOR
GUTIERREZ JUNCO BEATRIZCHIEF COMPLIANCE OFFICER
Silva Henriquez Sara RoxanaCO-TRUSTEE; TRUSTEE
DEONTANON DANIELPRESIDENT
RIVERO JAVIERCHIEF OPERATING OFFICER; PRESIDENT AND CHIEF OPERATING OFFICER; PRESIDENT AND CHIEF OPERATING OFFICER/DIRECTOR
SCANDIZZO MARIANOHEAD OF ADVISORY
SCANDIZZO MARIANO FEDERICOHEAD OF ADVISORY; HEAD OF ASSET MANAGEMENT AND PORTFOLIO MANAGER
ARANA LANDAETA MARIELA CECILIAHEAD OF CLIENT RELATIONS
VALLADARES-TORRES MOISESCHIEF COMPLIANCE OFFICER
AVERETT MICHAEL ROBERTCHIEF REVENUE OFFICER

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